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Manage user profiles

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Information

 
Summary
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A profile contains user permissions and access settings that control what users can do within their organization.

  • Which standard and custom apps users can view
  • Which tabs users can view
  • Which record types are available to users
  • Which page layouts users see
  • Object permissions that allow users to create, read, edit, and delete records
  • Which fields within objects users can view and edit
  • Permissions that allow users to manage the system and apps within it
  • Which Apex classes and Visualforce pages users can access
  • Which desktop clients users can access
  • The hours during which and IP addresses from which users can log in
  • Which service providers users can access (if Salesforce is enabled as an identity provider)

Profile Interface

In the enhanced profile user interface, the profile overview page provides an entry point for all of the settings and permissions for a single profile. To open the profile overview page, from Setup, click Manage Users | Profiles and click the profile you want to view.

From the profile overview page, you can:

  1. Search for an object, permission, or setting
    On any of the profile pages, type at least three consecutive letters of an object, tab, permission, or setting name in the Find Settings... box. The search terms aren't case-sensitive. As you type, suggestions for results that match your search terms appear in a list. Click an item in the list to go to its settings page.
    You can search for:

    Assigned apps

    Type sales in the Find Settings box, then select Sales from the list.

    Objects

    Type an existing object's name. For example, let's say you have an Albums custom object, type albu, then select Albums.

    Fields

    Type the name of the object that contains the field. For example, let's say your Albums object contains a Description field. To find the Description field for albums, type album, select Albums, and scroll down to Description under Field Permissions.

    Tabs

    Type rep, then select Reports.

    Apex class access settings

    Type apex, then select Apex Class Access.

    Visualforce page access settings

    Type visu, then select Visualforce Page Access.

    App and system permissions

    Type api, then select API Enabled.

    Desktop client access settings

    Type des, then select Desktop Client Access.

    Login hours and login IP ranges

    Type log, then select Login Hours or Login IP Ranges. Or type ip r, then select Login IP Ranges.

    If no results appear in a search:

    • The permission, object, tab, or setting you're searching for may not be available in the current organization.
    • The item you're searching for may not be available for the user license that's associated with the current profile. For example, a profile with the High Volume Customer Portal license doesn't include the "Modify All Data" permission.
    • Be sure your search terms have at least three consecutive characters that match the name of the item you want to find.
    • Be sure the search term is spelled correctly.
  2. View a list of users who are assigned to the profile
    • To view all users that are assigned to a profile from the profile overview page, click Assigned Users (in the enhanced profile user interface) or View Users (in the original profile user interface). 
  3. View or Edit Permissions and Settings
    • Click any of the links on the page to view or edit permissions and settings.
      1. Assigned Apps
      2. Object Settings (tab settings, record types and page layout settings, object permissions, and field permissions)
      3. App Permissions
      4. Apex Class Access
      5. Visualforce Page Access
      6. Data Category Visibility (if you've enabled data categories)
      7. System Permissions
      8. Desktop Client Access
      9. Login Hours
      10. Login IP Ranges
      11. Service Providers (if Salesforce is enabled as an identity provider)
User Profile

 
Next: Create and Manage Users

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